In this article, you will learn a simple and efficient way to collect payment for an outstanding invoice from a customer who already has an existing Direct Debit mandate
Save time and streamline your payment process with the new 'Collect payments' feature. Now, you have the ability to collect payments for outstanding invoices, reducing the need to chase after payments and providing a more efficient experience.
Steps:
- Navigate to Sales Admin > Invoices and you will notice three additional columns; Has mandate, Met terms of sale and Valid for collection
The first column will indicate whether a customer has a Direct Debit mandate. The second column indicates if they have met the necessary requirements to make a purchase, such as providing consent and registration information.
The third column, labelled "Valid for Collection," will display "Yes" to indicate that the account owner has both met the terms of sale and set up a Direct Debit mandate.
Note: If a payment is pending or the account owner does not have a mandate, this column will show "No".
- To initiate a payment for your chosen invoices, select the invoices on the left and click "Actions" in the top-right, as below:
Choose "Collect payment" from the drop-down menu and you will be prompted to confirm the action before proceeding:
Note: Before proceeding, please be aware that by initiating payment collection for all selected outstanding invoices, any terms of sale will be disregarded. This means that customer consents, required forms, or any related products that are usually required will not be taken into account during the payment collection process.
It's important to note that if the invoice payment provider is PayPal, the payment will be processed using an existing Direct Debit mandate instead.
- You can also find this action in Reports > Financials > Sales reports > Sales invoice report. Clicking on a value will bring up the individual invoice breakdown and you can follow the same steps; select the invoices you wish to collect payment for and click on Actions > Collect payment.
